← How we engage

Extends Managed OI

Automations & Ingest

Managed OI is only as good as the signal it can see. We build document ingest and vision pipelines — field photos, claims packs, multi-format exports — so unstructured reality becomes live records your watches and agents can act on.

The question

What ground truth is stuck in documents, images, or field uploads — and never reaches the live picture in time?

We map the capture path, design the extraction and validation logic, and wire the output into your Managed OI workspace so watches and agents can act on it.

What this adds to OI

Unstructured and field reality lands in the live record — accurate enough to watch, current enough to act — instead of waiting for a manual compile.

In practice

What this looks like for a real client.

A field team photographs storefronts, job sites, or equipment and uploads through a capture app. Backend vision and document pipelines extract what matters — scores, defects, meter reads, invoice lines — and write structured records into the Zipdata workspace. Ops sees ground-reality reporting in near real time, not a week later in a spreadsheet. The same pattern powers multi-format document ingest: distributor sales sheets, claims packs, KYC packs — cleaned, matched, and ready for the OI loop.

How it works

Designed as part of your Managed OI engagement.

01

Map the signal that is missing

We identify which documents, photos, or exports never reach the live picture — and what decision they should feed once they do.

02

Design ingest and validation

We define capture triggers, extraction rules, matching logic, confidence thresholds, and exception paths before anything writes to the workspace.

03

Wire into the OI record

Cleaned records land in typed Entities. Watches and agents can then treat field reality like any other operational signal.

04

Run and tune as part of OI

We pilot on real uploads, tune false positives, and stay on so the pipeline keeps feeding Managed OI as formats and edge cases drift.

Role of AI

Not a generic chatbot. Specific techniques, applied to specific data.

Document intelligence and vision models extract structured fields from images, PDFs, and messy exports. Cross-validation and confidence scoring route high-trust records straight into Entities; low-trust ones queue for human review — so OI never runs on silent garbage.

Selected engagements

Not slides. Shipped work, running in production.

What you get

Shipped into your OI engagement

  • Ingest map: sources, formats, triggers, and exception paths
  • Extraction and validation pipeline connected to the workspace
  • Confidence routing and human-review queue where needed
  • Operating procedure for monitoring, retries, and expansion

What we need

What we need from your team to begin

  • Sample documents, photos, or exports — including the messy ones
  • Owners for what “correct” extraction looks like
  • Capture channel or app path (existing or to be built with AI Apps)
  • Which Entities and watches should consume the cleaned signal

Timeline

A practical delivery cadence, not an open-ended discovery.

Week 1

Signal and format discovery

Sample documents and photos, format families, quality rules, and which Entities they should update. Scope locked by Friday.

Weeks 2-3

Pipeline build

Extraction, matching, confidence scoring, workspace writeback, and test runs on representative packs.

Week 4

Pilot inside OI

Production pilot with real uploads. Watches and briefings start consuming the new signal; we tune from first live use.

Industries

Where we have delivered this service.

Manufacturing

Shop-floor photo capture, quality evidence packs, supplier document matching

Financial Services

DSA invoice packs, KYC document extraction, payment execution workflows

Pharma & CPG

Scheme claim packs, distributor file ingest, retailer onboarding documents

Good fit

When this service is the right answer

  • Field photos or scans that should become live operational records
  • Multi-format document packs that today take days of manual cleanup
  • OI engagements where ERP alone is not enough ground truth

Honest call

When this is not the right choice

  • The data already lands cleanly via API into the workspace
  • You need a one-off cleanup, not a recurring ingest path
  • A standard OCR SaaS already covers the format with no custom matching

Start the engagement

Start with the signal stuck in documents or field photos.

We scope this as part of Managed Operational Intelligence — deliver a working result in weeks, and stay on so the picture keeps getting sharper after go-live.

What is OI? →